PM Series - The Property Game


Date: Sep 1, 2018 - Sep 1, 2018

CPD hours: 2 Hours

Time: 00:00 - 02:00

Event Type: Webinar

Presenter: Monti Coetzer
CFP and experienced financial planner

Practice management includes looking after your and your employees' personal financial needs. Employees that are confident in their personal financial decisions and can see the firm's investment in them will be more satisfied and become higher performers. 


Browse More Events

Overview

Practice management includes looking after your and your employees' personal financial needs. 

Employees that are confident in their personal financial decisions and can see the firm's investment in them will be more satisfied and become higher performers. 

This live event will help you and your staff learn how to invest in property, why to invest in property and how to manage your property portfolio.

This event is part of the CPD Practice Management Series. 


Learning objectives

Attending this live event will empower you to understand:

  • What is Property Investment.
  • Choosing between renting or buying decisions.
  • The ins-and-outs of owning your own property. 
  • What to consider when buying-to-let.

Course content

  • The following topics will be covered in the live event:

  • Factors that influence your decision to buy or rent.

  • Will a deposit be required or do you qualify for a 100% loan.

  • What are your pros and cons between renting and buying – Is it a good Investment, what are the hidden costs and calculate total expenses.

  • How to choose a mortgage – Location, Location, Location.

  • What payment term to choose and the interest you save over this period.

  • How to negotiate your % Rate.

  • What does Homeowners insurance, offered by your bank, really cover.

  • Should I buy in my own name (single/combined) or in a trust – What are the tax implications?

  • Let’s talk about Transfer Fees, Attorney Fees & Broker Fees.

  • Additional property (Buy to let):

    • Consider the size and location.

    • What rental income amount to ask to make it profitable.

    • Hidden costs and expenses v income.

    • What are the tax implications on properties as investments?

    • In what entity should you buy the property.

    • Should I pay extra into the bond/pay off the bond?


Obtaining your CPD certificate

This is a personal improvement webinar that is part of the Practice Management series. 

It only qualifies for 2 unstructured CPD hours with your professional body including ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA.

Webinar attendees will not be issued with a CPD certificate.


Who should attend

This webinar is ideal for employees working in an auditing or accounting practice, including:

  • Qualified CAs, PAs, BAPs and others.
  • Trainees accountants.
  • All support staff.

Save this event to your Google, Yahoo or Outlook calendar.


Venues & Dates

The following venues and dates are available for this event.

SAIBA

Event presented in collaboration
with SAIBA

Already a member of a professional body?
Register as a SAIBA Associate and get weekly accounting and tax news updates

Visit www.saiba.org.za/membership_rewards


Not yet a member of a professional body? Upgrade to one of four designations:

BAP(SA)
for accounting officers and tax practitioners

BA(SA)
for junior accountants and bookkeepers

CBA(SA)
for financial managers

CFO(SA)
for chief financial officers and financial directors

Visit www.saiba.org.za/membership_rewards
Or phone 012 643 1800

DraftWorx

Event sponsored by Draftworx

Automated working papers and financial statements that will reduce your work load with 20% and save you money

Click here

I'm ready to join, please contact me

Explore Smarty